Working with business owners to identify and plan for their business needs

BOLD (Business Owner Life-stage Design) is a ready-to-use system for financial professionals that provides:

• Marketing materials and recommendations to help you get in front of business owner clients
• Analysis tools to help a business owner identify and prioritize their financial concerns
• Methods to identify strategies that help solve the business owner’s financial concerns
• Confidence and empowerment to communicate advanced marketing strategies with your business owner clients